With the Yemeni enforced blockade I was thinking about this too but with the Panama Canal and how it closing could be a massive boost for the Global South by making resource transportation very expensive and such things, but looking at it now it apparently is, or was recently, already being affected by draught losing one third of normal traffic. So I guess anything else impeding or slowing global trade in the next few months could have massive consequences when taken toghether with the other events.